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Fidelity MSCI Financials Index ETF

201 hedge funds and large institutions have $628M invested in Fidelity MSCI Financials Index ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more capital invested

Capital invested by funds: $548M → $628M (+$79.5M)

7% more funds holding

Funds holding: 187201 (+14)

1.18% more ownership

Funds ownership: 34.34%35.52% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

84% less call options, than puts

Call options by funds: $32K | Put options by funds: $204K

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
61
Reduced
59
Closed
14
Calls
$32K
Puts
$204K
Net Calls
-$172K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$56.7K
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$52.6K
AA
153
Addison Advisors
Vermont
$47.4K
GWM
154
Geneos Wealth Management
Colorado
$40K
FHA
155
First Horizon Advisors
Tennessee
$39.5K
CT
156
Caldwell Trust
Florida
$38.3K
UCB
157
United Community Bank
South Carolina
$37.2K
FWM
158
FSA Wealth Management
Massachusetts
$34.3K +$33K +537 New
GEA
159
Glen Eagle Advisors
New Jersey
$32.6K
FP
160
Financial Perspectives
Minnesota
$31.7K -$18.5K -301 -38%
BBHC
161
Brown Brothers Harriman & Co
New York
$31.1K
CFD
162
Creative Financial Designs
Indiana
$29.4K
HWM
163
HighMark Wealth Management
Minnesota
$28.7K
ACA
164
Aptus Capital Advisors
Alabama
$27.8K -$9.46M -153,924 -100%
CIAS
165
Capital Investment Advisory Services
North Carolina
$25.5K
CFO
166
CVA Family Office
Colorado
$20.8K
OLVIG
167
Oliver Lagore Vanvalin Investment Group
Michigan
$19.7K +$1.17K +19 +7%
EW
168
Element Wealth
Mississippi
$19.5K -$553 -9 -3%
TCM
169
Tradewinds Capital Management
Washington
$18.4K +$123 +2 +0.7%
GCM
170
Gables Capital Management
Florida
$18.1K +$17.4K +283 New
Belvedere Trading
171
Belvedere Trading
Illinois
$17.7K +$17K +277 New
JIP
172
Jaffetilchin Investment Partners
Florida
$17.6K +$16.9K +275 New
FCA
173
FinTrust Capital Advisors
South Carolina
$16K +$15.4K +250 New
CFGS
174
Concourse Financial Group Securities
Alabama
$16K
QCG
175
Quadrant Capital Group
Ohio
$15.7K -$30.7K -500 -67%